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First Watch Restaurant Group Ownership | Who Owns First Watch Restaurant Group?

OverviewForecastRevenueFinancialsChartTranscripts

First Watch Restaurant Group Ownership Summary

First Watch Restaurant Group is owned by 108.04% institutional investors, 1.39% insiders. Advent corp/ma is the largest institutional shareholder, holding 45.03% of FWRG shares. UBS: US Equity Small Cap Growth is the top mutual fund, with 2.54% of its assets in First Watch Restaurant Group shares.

FWRG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFirst Watch Restaurant Group108.04%1.39%-9.43%
SectorConsumer Cyclical Stocks 57.51%11.91%30.59%
IndustryRestaurants Stocks 71.14%9.65%19.21%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
UBS: US Equity Small Cap Growth1.53M2.54%-
JHancock Small Cap Core NAV1.43M2.36%114.88K
Federated Hermes Kaufmann Small Cap Grow1.35M2.24%-
Federated Hermes Kaufmann Small Cap A1.35M2.24%-
Champlain Small Company Fund, LLC1.34M2.21%184.67K
JPMorgan Small Cap Growth A1.10M1.82%-
Vanguard Total Stock Mkt Idx Inv1.05M1.73%-
SRH Total Return Fund900.00K1.49%-
Neuberger Berman Long Short Instl769.76K1.27%-
iShares Russell 2000 ETF766.70K1.27%-1.72K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 13, 2024Advent Partners GPE VIII Limited Partnership-Sell$158.08M
Nov 13, 2024Advent International GPE VIII-I Limited Partnership-Sell$158.08M
Nov 13, 2024ADVENT INTERNATIONAL, L.P.-Sell$158.08M
Apr 22, 2024Kussell William A-Sell$61.82K
Apr 22, 2024Kussell William A-Sell$123.54K

Insider Transactions Trends

DateBuySell
2024 Q4-3
2024 Q3--
2024 Q2-2
2024 Q1-19
2023 Q4-2

FWRG Ownership FAQ

Who Owns First Watch Restaurant Group?

First Watch Restaurant Group shareholders are primarily institutional investors at 108.04%, followed by 1.39% insiders and -9.43% retail investors. The average institutional ownership in First Watch Restaurant Group's industry, Restaurants Stocks , is 71.14%, which First Watch Restaurant Group exceeds.

Who owns the most shares of First Watch Restaurant Group?

First Watch Restaurant Group’s largest shareholders are Advent corp/ma (27.19M shares, 45.03%), Gilder gagnon howe (3.07M shares, 5.08%), and Blackrock (2.13M shares, 3.52%). Together, they hold 53.63% of First Watch Restaurant Group’s total shares outstanding.

Does Blackrock own First Watch Restaurant Group?

Yes, BlackRock owns 3.52% of First Watch Restaurant Group, totaling 2.13M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 37.35M$. In the last quarter, BlackRock increased its holdings by 345.7K shares, a 19.41% change.

Who is First Watch Restaurant Group’s biggest shareholder by percentage of total assets invested?

Advent corp/ma is First Watch Restaurant Group’s biggest shareholder by percentage of total assets invested, with 11.41% of its assets in 27.19M First Watch Restaurant Group shares, valued at 477.45M$.

Who is the top mutual fund holder of First Watch Restaurant Group shares?

UBS: US Equity Small Cap Growth is the top mutual fund holder of First Watch Restaurant Group shares, with 2.54% of its total shares outstanding invested in 1.53M First Watch Restaurant Group shares.

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